Institutional Ownership Schwab Short Term Us Treasury (SCHO)
This table provides information about the institutional ownership of Schwab Short Term Us Treasury (SCHO). We have compiled data on the 702 institutions that hold shares in the stock, with a total of 313 Million shares, which have been reported (via 13F filing form) to have a value of $7.61 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
May 08, 2025 Q1 2025 |
172,604
shares
|
$4.2 Million
0.88% of portfolio
|
Q1 2025
Reduced 11.79%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
170,338
shares
|
$4.14 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
161,559
shares
|
$3.93 Million
0.07% of portfolio
|
Q2 2025
Reduced 3.68%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
161,308
shares
|
$3.92 Million
1.99% of portfolio
|
Q4 2024
Added 53.48%
|
|
|
Gw Henssler & Associates LTD
|
May 15, 2025 Q1 2025 |
159,348
shares
|
$3.87 Million
0.23% of portfolio
|
Q1 2025
Added 88.09%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jul 14, 2025 Q2 2025 |
158,117
shares
|
$3.84 Million
1.77% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
152,294
shares
|
$3.7 Million
0.28% of portfolio
|
Q4 2023
New holding
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jul 17, 2025 Q2 2025 |
149,315
shares
|
$3.63 Million
0.94% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
Dbk Financial Counsel, LLC
|
Jul 22, 2025 Q2 2025 |
145,472
shares
|
$3.54 Million
3.29% of portfolio
|
Q2 2025
Added 6.68%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
144,110
shares
|
$3.5 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
May 12, 2025 Q1 2025 |
143,423
shares
|
$3.49 Million
2.92% of portfolio
|
Q1 2025
Added 5.36%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
143,193
shares
|
$3.48 Million
0.06% of portfolio
|
Q1 2025
Added 67.91%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
140,368
shares
|
$3.41 Million
0.01% of portfolio
|
Q1 2025
Reduced 17.71%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
139,810
shares
|
$3.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 51.33%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
138,878
shares
|
$3.38 Million
0.41% of portfolio
|
Q2 2025
Reduced 4.99%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
135,579
shares
|
$3.3 Million
1.69% of portfolio
|
Q2 2025
Added 55.48%
|
|
|
Capitolis Liquid Global Markets LLC
New York, NY |
May 15, 2025 Q1 2025 |
134,200
shares
|
$3.26 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
133,187
shares
|
$3.24 Million
2.91% of portfolio
|
Q4 2022
Added 24.78%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
131,974
shares
|
$3.21 Million
1.97% of portfolio
|
Q1 2025
Added 105.08%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
131,478
shares
|
$3.2 Million
0.36% of portfolio
|
Q1 2025
Reduced 14.49%
|
|
|
ETF Store, Inc.
|
May 05, 2025 Q1 2025 |
130,668
shares
|
$3.18 Million
4.01% of portfolio
|
Q1 2025
Added 20.14%
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
129,268
shares
|
$3.14 Million
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
May 14, 2025 Q1 2025 |
127,660
shares
|
$3.1 Million
0.15% of portfolio
|
Q1 2025
Added 36.08%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
126,989
shares
|
$3.09 Million
0.29% of portfolio
|
Q1 2025
Added 2.4%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Jul 09, 2025 Q2 2025 |
126,438
shares
|
$3.07 Million
2.6% of portfolio
|
Q2 2025
New holding
|